We’ve been saying for 20 years that it would be great to get back to a more normal and balanced market environment and away from the ultra low interest rates that were necessary following the attacks of 9/11 and the Great Recession of 2008. So the silver lining of this inflationary period is that the markets have reset to an environment in which fixed rate or what some might call “risk free” investing is now a much more viable path, at least for a while. And that’s an important thing to consider because it means that we can really get back to a more neatly packaged course of investing in three very different kinds of strategies, and we like to think of them as three “buckets.” So let’s jump into what they are – three minutes starts now.
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I AcceptPast performance isn’t a guarantee of future returns. Nothing in our commentary constitutes investment advice tailored to any specific person. Information has been obtained from sources believed to be reliable, but the accuracy of the information cannot be guaranteed. Please consult your personal registered investment advisor representative for additional information, including historic performance for any of the strategies mentioned in this presentation and a copy of our current Form ADV.
